Accounting

Financial Planning

ABOUT US

ABOUT US

We are a CPA and Financial Planning firm serving individuals and small businesses for all their tax, accounting, and financial planning service needs. Our highly-qualified team (CPA, EA, CFP, PFS, CFA, and MBA) provides objective advice and reliable services, and year-round financial consulting on a fee-only basis. Our primary goal is to help our clients minimize their taxes, grow their business, and achieve their financial goals.

I’m proud to be paying taxes in the United States. The only thing is, I could be just as proud for half the money.

― Arthur Godfrey

The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails

― William Arthur Ward

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Your budget is a blueprint of how you are going to spend and save your income over the next 12 to 24 months. Your budget not only helps you maximize and prioritize your current finances and gain clarity and control over them, but also serves as a foundational building block for your short-term and longterm financial …

For most people, the amount of income they need in the first year of their retirement is between 70% and 90% of their living wage in the last year of their working life. Furthermore, most retirees need 60% to 90% of their total retirement income to be generated by the nest egg they have saved for …

Retirement planning is about planning to accumulate your retirement nest egg during your working life and distribute it wisely during your retirement years, so that it lasts your entire retirement. It is about thinking ahead and planning to realize the life you want to live in retirement. Here is a brief overview of the steps …